The Dynamics CRM file destination takes the information that would normally be sent to CRM via the CRM web service and instead writes it to a text file. This is especially useful when either setting up a new map or troubleshooting as the exact information that would be sent to CRM can be viewed without sending the data to Dynamics CRM.
To create Dynamics CRM File destination:
| 1. | Open Map >> Create, or select the Maps Quick Link and double click on the map to be edited. |
| 2. | If creating a new map enter the map id and description. |
| 3. | If creating a new map enter the data source and key field information. |
| 4. | Select Microsoft Dynamics CRM - File as the destination. All valid CRM entities will now be shown in the available entities grid. |
| 5. | If this map is to send data to a CRM server other than the CRM server defined under CRM setup, select the organization button and define the new organization / server connection details. |
| 6. | Use the lookup to select a path to write the output files to. Note: an Xml file will be created for each document processed. |
| 7. | If this map it to update more than one organization on this server, select the Organizations button to select the required organization(s). |
| 8. | Double click the CRM entity to be updated by this map. |
| 9. | In the mapping screen map the columns from the data source to the CRM web service fields. |
| 10. | Select OK to save the mappings. |
| 11. | Click Save to record your map changes. |
Notes:
| • | When the map is run one file will be written to the selected directory for each organization / document combination. The output files are named as: |
| o | SC-<Map Id>-<Organization Id>-<CRM Entity>-<record number>-<line number>.xml |
| • | Once a CRM file destination has been tested and approved it may be changed into a Microsoft Dynamics CRM destination without losing any map settings. |